Senior Financial Analyst - Strategic Finance New York

Clair; New York (NY); On-site; USD 139,000 - 143,000; Full time

Job summary

An established industry player is seeking a Senior Financial Analyst to join its dynamic team in New York City. This role focuses on executing key financial analyses and collaborating with various departments to drive data-informed business decisions. The ideal candidate should possess strong financial modeling skills and a solid background in investment banking, preferably with experience in early-stage startups. You will thrive in a hybrid work environment, where you'll contribute to operational excellence and strategic planning while enjoying a range of benefits designed to support your career growth and work-life balance.

Benefits

Medical, Dental, & Vision Coverage

Fully-paid parental leave

Company-sponsored 401k

Unlimited vacation

Work from home setup allowance

Access to your earnings daily

Short-term and long-term disability insurance

Qualifications

• 2+ years in investment banking with strong financial modeling skills.
• Experience in fintech or early-stage startups is a plus.

Responsibilities

• Execute financial analyses to support strategic planning.
• Collaborate with cross-functional teams for data-driven decisions.
• Identify process improvement opportunities in financial operations.

Skills

Financial Modeling

Analytical Skills

Problem-Solving

Communication Skills

Attention to Detail

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Bachelor's degree in Accounting

Tools

Excel

Google Suite

SQL

Pigment

Anaplan

Planful

Tableau

Lightdash

Job description

Senior Financial Analyst - Strategic Finance

New York

About Clair

If you can send your friends money in seconds, why does it still take your employer two weeks to send your paycheck?

At Clair, we are on a mission to create financial freedom for America's workers by giving them a digital banking platform that allows them to get paid as soon as they clock out of work. But we're not just another digital bank or on-demand pay provider. We meet Americans at their place of work by embedding our products within the scheduling, workforce management, and payroll apps they already use every day.

We're seeking a Senior Financial Analyst with deep modeling experience to join our growing team. Reporting to the VP of Finance & Operations, you'll execute key financial analyses and day-to-day activities that inform our planning and forecasting processes. You'll also collaborate with cross-functional partners to drive data-informed business decisions.

Our ideal candidate is highly motivated, analytical, and curious. A team player and confident business partner, capable of driving action cross-functionally and outstanding at analyzing data and producing actionable insights. This person is comfortable operating on a small team with a high bar for operational excellence.

You likely bring a combination of investment banking experience, with additional time at early-stage startups being a strong plus.

This role will be based in our NYC Headquarters with a 3-in/2-out hybrid schedule.

Core Responsibilities

Strategic Finance

• Execute on the financial analysis needed to support Clair’s strategy
• Build and maintain unit economics models for existing business lines
• Prepare financial materials to support fundraising efforts
• Analyze data to evaluate market opportunities and partnerships
• Execute and maintain financial models, forecasts, and budgets on a day-to-day basis
• Perform detailed variance analysis and provide inputs to support strategic planning
• Assist in the budgeting process by preparing detailed, bottoms-up annual budgets and monthly rolling forecasts
• Prepare materials for monthly financial review meetings and support discussions with cross-functional partners

Financial Modeling and Reporting

• Support month-end close and reporting processes, working closely with accounting to ensure data accuracy
• Compile insights and commentary on company results relative to plan/forecast
• Create detailed financial analyses and data for KPI dashboards
• Support quarterly business reviews with Clair’s partners by preparing unit economics and growth metrics analyses
• Build scenario models to assess impact on company financial performance

Cross-Functional Collaboration

• Work with cross-functional teams (Partnerships, Operations, Marketing, Product, etc.) to gather data on key initiatives
• Analyze resource allocation and provide inputs
• Build positive working relationships with G&A partners to facilitate data collection and insights
• Develop understanding of business drivers to ensure your analyses align with company objectives

Process Improvement & Automation

• Identify opportunities for process improvements in day-to-day financial operations
• Execute on initiatives to reduce inefficiencies and improve operational excellence
• Build and maintain automated reporting for routine financial tasks
• Support the implementation of financial systems by ensuring data integrity and accuracy

Required Experience & Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or related field
• 2+ years of experience in investment banking
• Additional experience at early-stage startups preferred but not required, especially fintech/software/SaaS organizations
• Strong financial modeling skills with understanding of forecasting methodologies
• Proficiency in Excel, Google Suite, SQL, and financial planning tools (e.g., Pigment, Anaplan, Planful)
• Experience building and maintaining detailed financial and operating models
• Understanding of unit economics and business models
• Excellent analytical and problem-solving skills with solid communication abilities
• Strong attention to detail with the ability to manage multiple priorities in a fast-paced environment
• Team player mentality, with a "no task is too small" attitude

How You'll Stand Out

• Experience with fintech and EWA
• Exceptional financial storytelling/translation skills
• Experience on a team focused on operational excellence
• Ability to build dashboards in BI tools like Tableau or Lightdash
• Experience building financial models for multiple business types and products

What You'll Get

• Hands-on experience with sophisticated financial modeling in a high-growth environment
• Mentorship and development opportunities with a clear path to advance your finance career
• Exposure to diverse business challenges and strategic decision-making processes
• A collaborative team culture that values analytical rigor and rewards with increasing ownership

Location: This is a hybrid position based out of New York City, you will be expected to come into the office at least three days a week (Tuesdays, Wednesdays, & Thursdays) with additional days on occasion for client meetings.

Compensation:The annual base salary for this role is $139,000-$143,000. The base pay for this role is determined using many factors, such as education, skills and experience and is reflective of Clair Series stage and size. Base pay is only one part of Clair’s competitive total compensation package which includes equity, benefits and additional perks. The base pay range is subject to change and may be modified in the future.

Need more convincing?

Apart from getting to work with our incredible team, here are some of the benefits you can expect when you join Clair:

• Medical, Dental, & Vision Coverage, with option to extend to your family
• Fully-paid parental leave
• Company-sponsored 401k, HSA, and FSA
• Unlimited vacation for salaried roles, generous PTO for hourly roles
• Work from home setup allowance
• Access to your earnings every day on Clair
• Company-sponsored short-term and long-term disability insurance

Equal Opportunity Employer Information

Clair is an equal opportunity employer and we value diversity at our company. We actively seek a diverse applicant pool and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

For questions, please email us at [e-mail]